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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$35.92
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets529.72M
JHancock Disciplined Value Mid Cap I
Price$29.22
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a Buy and JVMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.6B vs. FIVUX (530M). FIVUX pays higher dividends than JVMIX: FIVUX (1.05) vs JVMIX (0.78). FIVUX was incepted earlier than JVMIX: FIVUX (12 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). FIVUX annual gain was more profitable for investors over the last year : 4.59 vs. JVMIX (3.45). JVMIX (62.76) and FIVUX (61.47) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.94 | 0.88 | 107% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 4.937 | 8.423 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 530M | 22.6B | 2% |
| Annual Yield % from dividends | 1.05 | 0.78 | 135% |
| Returns for 1 year | 4.59 | 3.45 | 133% |
| Returns for 3 years | 15.94 | 23.84 | 67% |
| Returns for 5 years | 61.47 | 62.76 | 98% |
| Returns for 10 years | -9.66 | 48.34 | -20% |
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